Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
BTW
401
Boston Trust Walden
Boston,
Massachusetts
| $7.68B | +$340M | +5% | 4.91% | 61.4% | 388 | 5.67% | 4.1 |
|
| 402 |
WAM
402
Wolverine Asset Management
Chicago,
Illinois
| $7.65B | +$323M | +4% | 0.33% | 14.5% | 1,745 | 42.06% | 0.8 |
|
| 403 |
EC
403
Eminence Capital
New York
| $7.58B | +$864M | +13% | 3.76% | 37.2% | 56 | 37.5% | 1.2 |
|
| 404 |
H
404
Hexavest
Montreal,
Quebec, Canada
| $7.57B | -$320M | -4% | 4.16% | 75.9% | 570 | 35.96% | 2.3 |
|
| 405 |
VNIM
405
Vaughan Nelson Investment Management
Houston,
Texas
| $7.54B | +$85.4M | +1% | 4.83% | 142% | 189 | 6.88% | 2.5 |
|
| 406 |
SCM
406
Steadfast Capital Management
New York
| $7.5B | +$1.15B | +18% | 6.27% | 173% | 62 | 40.32% | 1.2 |
|
| 407 |
RCG
407
Ruane, Cunniff & Goldfarb
New York
| $7.43B | -$2.37B | -24% | 7.96% | 79.3% | 54 | 37.04% | 3.8 |
|
| 408 |
CGT
408
Capital Guardian Trust
Los Angeles,
California
| $7.42B | -$101M | -1% | 3.04% | 64.7% | 322 | 34.16% | 3.2 |
|
| 409 |
OPERF
409
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $7.35B | +$298M | +4% | 4.14% | 124% | 1,707 | 5.92% | 3.1 |
|
| 410 |
LAM
410
Lyrical Asset Management
New York
| $7.23B | -$232M | -3% | 3.48% | 125% | 37 | 16.22% | 3.2 |
|
| 411 |
411
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $7.23B | +$298M | +4% | 3.27% | 129% | 1,100 | 28.64% | 1.7 |
|
| 412 |
PG
412
Pendal Group
Sydney,
Australia
| $7.19B | -$90.8M | -1% | 4.09% | 52.7% | 484 | 22.52% | 1.3 |
|
| 413 |
413
Rockefeller Capital Management
New York
| $7.17B | +$156M | +2% | 4.68% | 101% | 2,144 | 33.35% | 0.6 |
|
| 414 |
DPIM
414
Duff & Phelps Investment Management
Chicago,
Illinois
| $7.16B | +$508M | +8% | 2.1% | 48.1% | 251 | 8.76% | 4.1 |
|
| 415 |
CIM
415
Centersquare Investment Management
Conshohocken,
Pennsylvania
| $7.1B | +$104M | +1% | 1.43% | 37.1% | 143 | 24.48% | 0.8 |
|
| 416 |
MOACM
416
Mutual of America Capital Management
New York
| $7.07B | +$192M | +3% | 3.91% | 123% | 1,743 | 5.39% | 3.6 |
|
| 417 |
DCP
417
D1 Capital Partners
New York
| $7.02B | +$1.48B | +27% | 5.69% | 66.9% | 34 | 52.94% | 0.3 |
|
| 418 |
418
MML Investors Services
Springfield,
Massachusetts
| $6.97B | +$508M | +8% | 3.19% | 74.5% | 1,678 | 10.91% | 1.5 |
|
| 419 |
TSW
419
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.93B | -$202M | -3% | 2.08% | 32.4% | 798 | 20.05% | 3.2 |
|
| 420 |
IAM
420
Iridian Asset Management
Westport,
Connecticut
| $6.92B | -$931M | -12% | 3.53% | 82.5% | 80 | 15% | 1.8 |
|
| 421 |
MC
421
Maverick Capital
Dallas,
Texas
| $6.9B | -$640M | -8% | 1.93% | 266% | 379 | 53.56% | 0.6 |
|
| 422 |
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $6.87B | +$293M | +4% | 5.61% | 43.6% | 788 | 13.96% | 3.6 |
|
| 423 |
DCP
423
DSM Capital Partners
Palm Beach Gardens,
Florida
| $6.86B | +$75.5M | +1% | 6.16% | 148% | 57 | 17.54% | 2.1 |
|
| 424 |
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $6.79B | +$250M | +4% | 3.74% | 90.1% | 2,383 | 13.22% | 1.6 |
|
| 425 |
PSCM
425
Pershing Square Capital Management
New York
| $6.71B | -$8.61M | -0.1% | 6.28% | 50.8% | 9 | 22.22% | 2.2 |
|